Carlos Fonseca is a registered investment advisor at Morgan Stanley, based in Asheville, NC, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
500 College Street, Asheville, NC, 28801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos owns rental real estate properties, one directly since January 2024 and another through Libertas Investments LLC since May 2024. He dedicates minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 states
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